Purchases and Sales Made in Q3 2022 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
27.1K+ 17.04% |
$652K - $678K
|
186K
$4.68M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.8K+ 2.46% |
$646K - $671K
|
1.12M
$28.1M
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
24K+ 10.62% |
$578K - $600K
|
250K
$6.29M
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
BUY
|
- |
22.8K+ 14.48% |
$549K - $571K
|
180K
$4.53M
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.1K+ 97.15% |
$508K - $529K
|
42.9K
$1.08M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19.8K+ 11.5% |
$477K - $496K
|
192K
$4.83M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
17.2KNew |
$413K - $429K
|
17.2K
$431K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
16.9KNew |
$406K - $422K
|
16.9K
$424K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.4K+ 14.61% |
$371K - $385K
|
121K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.8K+ 42.59% |
$356K - $370K
|
49.5K
$1.25M
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14.4K+ 12.87% |
$347K - $361K
|
126K
$3.18M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$330K - $343K
|
13.7K
$345K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 3.21% |
$311K - $324K
|
415K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.8KNew |
$309K - $322K
|
12.8K
$323K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7KNew |
$305K - $317K
|
12.7K
$319K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12.5K+ 4.15% |
$301K - $313K
|
314K
$7.9M
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
11.9K+ 2.89% |
$287K - $299K
|
425K
$10.7M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 6.72% |
$281K - $292K
|
186K
$4.67M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11KNew |
$265K - $276K
|
11K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 33.85% |
$261K - $271K
|
42.8K
$1.08M
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
9.66KNew |
$232K - $242K
|
9.66K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9.61K+ 4.48% |
$231K - $241K
|
224K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.75K+ 34.03% |
$211K - $219K
|
34.5K
$867K
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
8.46KNew |
$204K - $212K
|
8.46K
$213K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.8K+ 1.43% |
$164K - $170K
|
481K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
6.62K+ 3.39% |
$159K - $166K
|
202K
$5.09M
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.2K+ 58.58% |
$149K - $155K
|
16.8K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
6.14K+ 8.2% |
$148K - $154K
|
81.1K
$2.04M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.14K+ 12.14% |
$148K - $154K
|
56.7K
$1.43M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.03K+ 11.73% |
$145K - $151K
|
57.5K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.92K+ 46.26% |
$143K - $148K
|
18.7K
$471K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.49KNew |
$132K - $137K
|
5.49K
$138K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.29K+ 19.03% |
$127K - $132K
|
33.1K
$833K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.17K+ 12.61% |
$125K - $129K
|
46.2K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73K+ 5.47% |
$114K - $118K
|
91.2K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.72K+ 28.37% |
$114K - $118K
|
21.3K
$537K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.44K+ 5.13% |
$107K - $111K
|
91.1K
$2.29M
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.22K+ 2.28% |
$102K - $106K
|
190K
$4.77M
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
3.93K+ 2.38% |
$94.6K - $98.4K
|
169K
$4.25M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.79K+ 3.0% |
$91.3K - $94.9K
|
130K
$3.28M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.21K+ 14.01% |
$77.2K - $80.2K
|
26.1K
$656K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
3.15K+ 3.38% |
$75.8K - $78.8K
|
96.2K
$2.42M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.1K+ 45.37% |
$74.7K - $77.7K
|
9.95K
$250K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.09K+ 1.03% |
$74.4K - $77.3K
|
304K
$7.66M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.05K+ 15.13% |
$73.3K - $76.2K
|
23.2K
$583K
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3K+ 10.81% |
$72.3K - $75.2K
|
30.8K
$775K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.91K+ 45.01% |
$70.1K - $72.9K
|
9.38K
$236K
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.85K+ 1.03% |
$68.6K - $71.3K
|
280K
$7.05M
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.48K+ 8.96% |
$59.7K - $62K
|
30.1K
$758K
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 3.41% |
$58.6K - $60.9K
|
73.8K
$1.86M
|